Experienced investment manager specializing in developing and managing high conviction, high active share, and low turnover Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies. Expertise in integrating quantitative and fundamental styles of investing with academic ...more

Experienced investment manager specializing in developing and managing high conviction, high active share, and low turnover Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies. Expertise in integrating quantitative and fundamental styles of investing with academic knowledge of statistics and methodology and clinical psychology training. Merlin's Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies are managed using a structured, proven, and repeatable investment process. Merlin's investment strategies have been ranked among the top large-cap growth equity investment strategies in institutional investment databases in 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023: see https://www.merlinam.com/ for description and disclosures. Specialties: Investment management & research, large-cap growth equity, SMID cap growth equity, developing and managing active and passive ETFs, high conviction, low turnover, high active share, technology, healthcare, diversified global strategies, portfolio management, risk management, private wealth, institutional, leveraged strategies, options, equity portfolios, active equity. www.merlinam.com mobuchowski@merlinam.com 617-366-2650less